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SSSIX vs VSMAX
SSSIX vs VSMAX Comparison
Open Charts SSSIX vs VSMAX
SouthernSun Small Cap, I
Price$21.18
Change-$1.83 (-7.95%)
VolumeN/A
Net Assets239.85M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
SSSIX vs VSMAX Comparison Chart
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SSSIX vs. VSMAX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SSSIX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SSSIX (240M). VSMAX pays higher dividends than SSSIX: VSMAX (1.52) vs SSSIX (0.00). SSSIX was incepted earlier than VSMAX: SSSIX (16 years) vs VSMAX (24 years). SSSIX (1.06) is less costly to investors than VSMAX (0.05). SSSIX is a more actively managed with annual turnover of: 17.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than SSSIX: VSMAX (3000) vs SSSIX (100000). VSMAX annual gain was more profitable for investors over the last year : 1.20 vs. SSSIX (-19.77). VSMAX return over 5 years is better than : 115.95 vs. SSSIX (55.96).
| SSSIX | VSMAX | SSSIX / VSMAX | |
| Total Expense Ratio | 1.06 | 0.05 | 2,120% |
| Annual Report Gross Expense Ratio | 1.06 | 0.05 | 2,120% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -9.159 | -5.824 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -19.77 | 1.20 | -1,642% |
| Returns for 3 years | -22.81 | 6.53 | -349% |
| Returns for 5 years | 55.96 | 115.95 | 48% |
| Returns for 10 years | -13.15 | 91.10 | -14% |